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6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-09-06 |
| OH | RA | APPROVED | 2003-02-04 |
Branch Locations
6060 Parkland Blvd Suite 200, Cleveland, OH 44124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inverness Securities, Llc | Cleveland | OH | 07/2003 | Present |
| Inverness Investment Group, Llc | Cleveland | OH | 12/2002 | Present |
| Ancora Family Wealth Advisors | Cleveland | OH | 07/2003 | Present |
Ancora Family Wealth Advisors, investment related, 6060 Parkland Blvd, Suite 200, Cleveland, Ohio 44124, Wealth Advisor/Portfolio Manager, 07/2003, 100-120 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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